Apple Suppliers, Up Sharply on iPhone 6 Hype, Could Fall

Skyworks, InvenSense, and Avago are riding high on Apple's coattails. RF Micro, Micron and SK Hynix look like the better bets.

Apple will hold a media briefing to announce something or other on Sept. 9, but tech investors started their engines a long time ago. Not only are Apple shares (ticker: AAPL) up a nifty 28% this year, stocks of some of the more prominent suppliers to Apple have surged vastly higher. The rapid rise could be the set-up for a pullback in coming weeks.

Apple's business is always perceived as a make-or-break matter for a gaggle of...